Mark Massey's Q2 2026 Portfolio Changes: Significant Shifts in Financial Services and Technology

As of June 30, 2026, Mark Massey's portfolio managed through AltaRock Partners has grown to a total value of $4.24 billion.

The investment strategy this quarter saw adjustments across several sectors with notable buying and selling activities reported for specific holdings.

Key Changes in Portfolio Holdings

In the Visa Inc (V), Mr. Massey significantly increased his stake, acquiring an additional 67.74% of shares during this period.

Conversely, there was substantial selling in Moody's Corporation (MCO), with a reduction of 64.89% in the number of shares held by Mr. Massey.

Other notable changes include an increase in Mastercard Inc (MA) holdings, representing a +46.22% acquisition during the quarter.

Detailed Position Changes

The following table summarizes the key changes observed in Mr. Massey's portfolio for Q2 2026:

• Significant Buys: Visa Inc (V)

• Significant Sells: Moody's Corporation (MCO)

• Mixed Activity: Amazon.com Inc (AMZN) saw a decrease, Microsoft Corp (MSFT) increased but not substantially, Transdigm Group Inc (TDG) decreased slightly.

The portfolio now includes eight distinct holdings across five sectors. The top two positions remain concentrated in Amazon.com Inc (AMZN) and Transdigm Group Inc (TDG), accounting for 32.21% and 27.51% of the total value respectively.

Overall Portfolio Allocation

The portfolio's sector allocation remains dominated by Consumer Cyclical, Technology, and Financial Services sectors combined, representing approximately 80% of the total assets ($3.4 trillion).

This quarter saw a slight decrease in the portfolio percentage allocated to Consumer Cyclical holdings compared to prior periods.

Conclusion

The changes observed during Q2 2026 indicate Mr. Massey's active management approach, with clear buying interest in Visa Inc and substantial selling from Moody's Corporation.